Tag Objects, Transactions, and Modules

Apply labels to objects, transactions, and modules to classify and filter them.

Before you start
Who this is for Any user
Role required Editor or higher
Prerequisites Application imported

Add a tag to one object

  1. Right-click an object at Objects level.
  2. Select Tags.
  3. Type a tag name or select from existing tags.
  4. Press Enter or click Add.

[TODO: Screenshot of the tag dialog]

Add a tag to a transaction or module

[TODO: Steps to add a tag to a transaction from the Transaction scope, or to a module from the Module scope]

Filter by tag

In the Transaction or Module scope, use the filter panel to show only items that have a specific tag.

In the global search, add a tag filter to find all objects with a specific tag.

Bulk import tags from CSV

If you need to tag many objects at once, use the bulk import feature.

  1. Prepare a CSV file with two columns: object full name and tag name.
  2. In the Admin Center, go to Applications and select Bulk import tags.
  3. Upload the CSV file.

[TODO: Screenshot and CSV format example]

See also Manage applications in the Admin Center.

Next steps